Learning path - Basics and Claims

Welcome to your learning path

System updates

We are currently undertaking a process of reviewing and updating some of the expense type categories and field names.
While we do this you may find that some of the images and videos in the guidance material do not exactly match what you see in the live system. There are no functionality changes.

For the quickest way to learn the basics of using your account and Claiming an Expense, start at step 1 below and visit each link in turn before returning here to move onto the next step.

	Basic processes		Optional extras
1	Overview - Basics Basics about Concur		Technical requirements Useful definitions
2	Logging in How to access your account	00:54 vid_button_sq.png	Roles in Concur
3	The Homepage Become familiar with the dashboard and what is available to you	02:20 vid_button_sq.png
4	Your profile Set up information about you to make transactions easier	03:25 vid_button_sq.png	Icons and Alerts Create favourite attendees
5	Verifying your email A required step in order to easily add Receipts to your account	01:51 vid_button_sq.png
6	Creating a claim Begin an out-of-pocket expense claim	02:03 vid_button_sq.png	Copying an expense
7	Add expenses to a Claim List all the items you want to claim for	03:11 vid_button_sq.png	Expense Types Itemizing Expenses Change the narrative field for each line Add/remove attendees Change or add Approvers
8	Receipts Attach receipts for your spend	02:45 vid_button_sq.png	Available Receipts
9	Submit a Claim Send the claim to be approved and paid	02:11 vid_button_sq.png	Track your Claim Recall, modify or delete a Claim Returned claims